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Discount Report

Provides a detailed breakdown of applied discounts by type, including original prices, discount %'s, amounts, and final adjusted totals.

Updated over 2 weeks ago

Purpose

The Discount Report provides a detailed, line-item view of all discounted services, products, and medications within a selected time period. It helps you track when and where discounts were applied, which clients and patients received them, and which staff members performed the associated services.


Filters

Filter

Description

Time Period

Select from preset ranges (e.g., This Month, Last Quarter) or set custom dates.

Discount Type

(Optional) Filter by a specific discount category, such as Employee, Referral, or Default Discount.

After selecting filters, click View Report.


Report Columns

This report displays a single table combining invoice, client, patient, and product-level data. Each row represents an individual item or service with a discount applied.

Column

Description

Date of Invoice

Date and time the invoice was created.

Invoice #

Clickable link to open the invoice.

Client Type

Lists defined client types.

Client ID & Full Name

Identifies the pet owner receiving the discount.

Discount Type

The category of the discount (e.g., Default Discount, Employee).

Discount Note

Any notes entered when the discount was applied.

Original Price

Price before the discount.

Discount Percentage

Percentage value of the discount.

Discount Amount

Dollar amount of the discount applied.

Discounted Price

Final price after the discount.

Patient ID, Name, Species, Breed

Full patient details associated with the invoice.

Description

Specific product or service that was discounted.

Product Type

Identifies if the item is a Product, Medication, Vaccine, etc.

Product Category

Department or grouping for the item (e.g., Medication, Professional Services).

Quantity

Number of items or services billed.

Invoice Total

Total cost of the entire invoice, not just the discounted item.

Production User

Staff member associated with delivering the product or service.


Totals Row

At the bottom of the report, the totals row summarizes:

  • Total Original Price - Combined value of all items before discounts.

  • Total Discount Amount - Combined value of all discounts applied.

  • Total Discounted Price - Combined value after discounts.

  • Total Invoice Amount - Total of all invoices related to the discounted items.


Export Options

  • View Report - Generate the interactive report in Shepherd.

  • Download (PDF/CSV) - Export the full current report.

  • Table Specific CSV Download - Download only the current table for use in spreadsheet tools.


Tips for Use

  • Identify Patterns - Spot frequent or high-value discount recipients.

  • Audit Staff Discounts - Monitor discount usage by employees.

  • Track Category Trends - Watch for discounts in specific product or service categories.

  • Assess Impact - Evaluate the financial effect of discounts over time.

  • Link to Staff Production - Identify which staff members were associated with discounted services.


FAQs

Why is my report empty?
Ensure you’ve selected a valid time period and check that the Discount Type filter is not too restrictive.

Can I see only certain discount categories?
Yes, use the Discount Type filter to view only the categories you want.

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